13F

Position

Essential Partners LLC in Healthpeak Properties, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $65$16.08$16.43

QuarterSharesValueImplied pxEst. markFlowWeight
Q2 202536$6300.0%
Q4 2025186$2.99K$16.08−$51$2.41K0.0%
Q1 2026213$3.5K$16.43$65$4440.0%